Planning End-User & Smart View

The one-day Planning End-User & Smart View course is designed for students using On-Premises Oracle Hyperion Planning. You may modify this course agenda and add additional elements from the full Planning Bootcamp course or any other 123OLAP courses.

The Planning End-user course begins with an overview of Planning. We then jump into the Simplified Interface and Smart View to show how to enter data into the system. We show the various data input types, how to adjust/spread data, how to add supporting detail, cell notes, menus, task lists and more. Next we delve into all the features and tricks for extending the power of Smart View into Planning ad hoc reporting. We get into all the essential ad hoc operations of Smart View including connecting, refreshing, zooming in/out of the hierarchy, pivoting reports, and keep/remove only. We will also look at creating multiple range retrievals, using member selection, and managing the POV dimensions. We also cover other areas of Smart View including the options settings, cascade, query designer, and smart slices.

Upon completion of this course, students will be able to:

Understand multidimensional concepts, use the Simplified Interface and Smart View to enter and work with data in forms, create ad-hoc reports with Smart View, understand how to use Task Lists, custom menus, and workflow, and how to copy versions and scenarios.